See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RGM CAPITAL, LLC2 years Filed as: RGM CAPITAL MANAGEMENT Service code 28 · EIN 06-1685711 | Investment Management | $253,588 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $216,063 |
RIVE CAPITAL ADVISORS, LLC2 years Service code 28 · EIN 84-1974821 | Investment Management | $168,070 |
DANIEL AND HENRY CO4 years Filed as: THE DANIEL & HENRY COMPANY Service code 50 · EIN 43-0634945 | Direct Payment | $140,967 |
TOM PARAVOLA2 years Filed as: TOM BOEHM Service code 30 · EIN 51-6040136 | Employee (plan) | $111,900 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $106,250 |
Filed as: RIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5459286 | Investment Management | $101,180 |
CHARLES PASTORE8+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $94,377 |
CJBS, LLC7 years Service code 10 · EIN 36-3524803 | Accounting | $94,090 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $91,554 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 12.99% | 7.31%+5.7pp | 8.55%+4.4pp | 37.74%-24.7pp |
| Employer contribution / active EE | $9,646 | $9,805-1.6% | $37,109-74.0% | $15,781-38.9% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |